MicroBiz Essentials

Affordable. Streamlined. Compliant. Outsourced accounting designed for STEM startups and emerging government contractors. 

What’s Included

Our fixed-price monthly accounting package is built for businesses who want clarity, compliance, and consistent support—without the cost of an in-house team. 

Transactional Data Entry 

 Accurate and timely bookkeeping using our streamlined workflow. 

Online Payroll Processing 

 Managed through our preferred payroll vendor—no extra logins or surprises. 

Quarterly Payroll Tax Filings & Reconciliations 

 We handle the filings, so you stay compliant and penalty-free. 

Job Cost Reporting 

 Know exactly where your project dollars are going. 

Monthly Closings 

 Timely closings to keep your financials sharp and audit-ready. 

Auto-Forecasting 

 Rolling monthly forecasts to help you stay one step ahead. 

Performance Dashboard 

 Track cash runway, EBITDA, revenue, and profit margin with simple visuals. 

Monthly Reporting Package 

 Get a full financial picture with: 

Balance Sheet

Statement of Income

Statement of Cash Flows

Updated Forecast

Monthly Client Conference (30 min) 

 Touch base with us each month to review results, plan next steps, or ask questions.

Optional Add-Ons 

For businesses with growing needs or specific compliance requirements: 

DCAA Contract Reporting & Audit Support 

 Built-in compliance expertise for federal contractors. 

Business Tax Preparation 

 Add tax filing support to round out your financial operations. 

 

Client Qualifications 

To keep quality high and pricing fixed, this package is tailored for clients who meet all the following: 

Fewer than 10 employees 

Annual revenue under $1M 

No more than 130 transactions/month 

Operating in STEM or federal contracting industries 

Willing to adopt our recommended tech stack including QBD/BQE Core  

Willing to start fresh—we do not take over messy or backdated files 

 

What’s Not Included 

This package is not a fit if you’re looking for: 

CFO-level strategic guidance 

Custom KPIs or investor-ready dashboards 

Audit or financial review services 

QuickBooks Desktop (QBD) setup-only help 

Ad-hoc or personal-business mixed accounting 

Tax-first relationships (this is an accounting-first engagement) 

Clients who are not planning to grow or invest in financial infrastructure 

Not the Right Fit If… 

🚫 You’re just looking for a tax preparer 

🚫 You’ve already scaled past basic bookkeeping needs 

🚫 You’re not ready to commit to using financials for decision-making